Your guide to Wellesley
Information correct as at May 2026.
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Wellesley is a trading style of Wellesley Investment Management Limited, registered in England & Wales No. 6530147. Registered Office: 44 The Pantiles, Tunbridge Wells, Kent, TN2 5TN.
Planning for your future doesn’t begin with income, products and portfolios. It starts with you.
And together, we’ll plan a happy and financially secure life.
So you can focus on living it.
Investments play an important role in your wealth story, helping to shape the future you want. But real financial confidence is written through the bigger picture – your home, your loved ones, your business ambitions, your future plans and the protection around them.
At Wellesley, we take a holistic approach to your finances, ensuring everything fits together to make up your overall game plan. This book will introduce our approach, from the key life moments we can guide you through to our dedicated legal and mortgage divisions.
With the right guidance, each step feels clearer and every decision more certain. And the next step? It’s full of possibility.
The next chapter awaits; let’s write it together…
Everything we do is built on a culture of putting people first. Over the past 30+ years, we’ve been proud to be a part of thousands of individual stories. We’re proud that our clients trust us to look after their finances – now, and for future generations.
We believe in clear, personalised and transparent financial advice that gives you security for the future and the freedom to adapt as your personal circumstances change.
This approach has underpinned everything we’ve done since our formation in 1995, and it’s our promise to you.
We call it the Wellesley Way.
We pride ourselves on offering the hands-on, friendly approach of a local advisory, combined with the resources and expertise of a large financial group.
From helping you build stability for your loved ones to growing your businesses and planning your dream retirement, we spend time getting to know you, your goals and lifestyle.
You’ll develop a personal and long-lasting relationship with your adviser, who will bring greater clarity to your financial ambitions and become your trusted source of information. And, although they will be your main point of contact, everyone from our paraplanners to our legal team will bring their expertise to your journey with us.
It’s financial advice, built around you.
*Söderberg & Partners. Söderberg & Partners – transforming the financial industry. Available at: www.soderbergpartners.co.uk (Accessed: 01/05/2026).
Figures per category are rounded to the nearest SEK10 billion. AuM (assets under management) includes AuM for the Danish company APC, which is an associated company and is therefore not fully consolidated in the parent company’s financial statements as at year-end 2025.
We’re proud to be one of the first authorised representatives of Söderberg & Partners. We provide the advice, while having access to Söderberg & Partners’ central support, specialist expertise and resources.
We only work with partners who are the best fit for our clients and have personal service at their heart. We’re delighted that Söderberg & Partners share our values. They are one of the Nordic region’s leading financial advisers and brokers of insurance and financial services, with £108 billion assets under administration,* and are on a mission to be the UK’s most trusted advice network.
Our clients benefit from having the backing and reassurance of investing with a group with a 20year track record of delivering financial advice and investment solutions. This gives our advisers more time to spend with you, doing what they do best.
There are many key points in our lives, which often come with ‘big questions’, so it’s important to have the guidance, support and stability to help you stay on track to reach your goals.
The earlier you start putting money away, the better. Let’s get the ball rolling with a new saving strategy and your first pension plan, giving you firm foundations for the future.
Buying a property
This is one of the biggest (and most exciting!) financial decisions you’ll make in your life. We’re here to guide you through the types of mortgages available, as well as your options for income and life protection.
3. Starting a family
Parenthood means new roles and responsibilities. It also calls for careful financial planning to help save for – and protect – your family’s future. You’ll want to consider your pensions and saving strategies, as well as reviewing your income and life protection, and Will.
Whether you’re just getting started or well on your way, getting to grips with pensions, ISAs and savings will help ensure your strategy supports your retirement goals. What’s more, if you have surplus funds, you might want to start investing for growth.
What does retirement mean to you? With more choices for savings than ever before, it’s important to make sure the reality will match your lifestyle expectations. You might also want to start considering reducing the impact of Inheritance Tax on your loved ones.
After years of hard work developing your business, an in-depth exit and succession plan will give you a roadmap towards retirement – so you can fully embrace it when you get there!
Your home may be repossessed if you do not keep up repayments on your mortgage.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
When you’ve spent a long time building up your retirement pot, you want to feel that you’re making the right choices – including drawing your pension in the most tax-efficient way. With so much flexibility in modern retirement, together we can ensure your plans are progressing smoothly.
Have you considered the most tax-efficient ways of managing your estate for the future? Or how your care needs might evolve as time goes on? We can talk you through your options for trusts, create a strategy for reducing Inheritance Tax and make sure your Will is up to date.
Legacy planning is at the heart of everything we do, helping you secure the financial future of your family for generations to come, while ensuring you can continue to support causes close to your heart.
Call us for a no-obligation initial meeting on 01444 244551 to find out more.
Mortgages are one of the biggest financial decisions you’ll make in your life, so it’s important to seek expert advice to ensure you have peace of mind at all stages of the process.
Our mortgage service is here to guide you through the journey. We focus on finding the right mortgage for our clients, not a one-size-fits-all plan. Our service therefore suits an array of needs and circumstances, and it includes access to a comprehensive range of mortgage products from both high street and specialist lenders.
Benefits:
• Access to a wide range of lenders
• No upfront charges
• No-obligation initial consultation
• Dedicated support
• Personalised approach
As a business owner or director, you want to concentrate on what you do best: developing your team, enhancing performance and, of course, delivering bottom-line profit.
Our professional advice can benefit you at each stage of your journey as a business owner, determining what action your business needs to take to grow and develop further. What’s more, your personal wealth is closely linked with the success of your company. We’ll help you develop a seamless and long-term plan that spans both your business and personal finances.
We’ll also offer honest advice on what’s not working and help you adapt your plan if things change. After all, you may be going it alone with your own business, but you’re not by yourself.
• Key person insurance
• Shareholder protection
• Employee benefits and remuneration
• Pension planning
• Exit strategies*
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You can’t take it with you, but smart moves now can help ensure you pass on your wealth tax-free – meaning your loved ones will be well looked after in the future, as well as giving you some muchneeded peace of mind today.
Our dedicated legal division, Wellesley Legal Services,† was created in 2000 to help you take the best possible care of you and your family’s financial well-being. We can break down the legal jargon, organise estates and probates and help you integrate your Will into your financial and tax planning.
We’ve worked collaboratively with our independent panel of solicitors for many years, so you can be confident that the solicitor in question will have a clear understanding of not only your legal needs but also your financial goals.
• Lasting Powers of Attorney
• Will writing
• Will reviews
• Probate
• Acting as Executors
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We’re dedicated to making a positive and lasting difference to people’s lives and strongly believe in giving back to our local community.
In 2012, we set up Wellesley Charitable Foundation to raise money for organisations in Sussex and the surrounding counties that help ill or disadvantaged children. Since 2014, we’ve donated over £344,913 to local causes.
